by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement
Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
by Robert Bartley | Aug 6, 2019 | Financial Planning, Legislation, Robert Bartley
The Secure Act passed overwhelmingly by Congress but hasn’t made its way through the Senate. Here’s a look at the Pros and Cons of the SECURE Act legislation. The 5 Major Pros to the SECURE Act Increasing the age for Required Minimum Distributions (RMDs) to age...
by Joanne Tackes | Aug 1, 2019 | Financial Planning, Joanne Tackes, Taxes
Let’s talk about what QBI is and how it could apply to your rentals for a second… What is the Qualified Business Income (QBI) deduction and does it apply to rental income? One of the changes included in The Tax Cuts and Jobs Act of 2017 that is creating a...
by Joanne Tackes | May 24, 2019 | Financial Planning, Joanne Tackes, Taxes
Tax Planning and Donor-Advised Funds (DAF) for Charitable Giving According to the National Philanthropic Trust, the fastest-growing charitable giving vehicle in the United States is the donor-advised fund, accounting for 10.2% of all individual charitable giving in...
by Bianca Roberts | Sep 10, 2018 | Bianca Roberts, Financial Planning
Transitioning from summer to fall is the perfect time to press the reset button by reconsidering your personal and financial goals: what you want for yourself and your family. I think this trumps the sometimes forced creation of New Year’s resolutions. I know I can’t...
by Robert Bartley | Jul 17, 2018 | Financial Planning, Inner Health, Robert Bartley
A busy schedule/life and procrastination does not have to condemn you to a continued life of frustration, anxiety and never achieving that illusive feeling of financial peace of mind. I was listening to a podcast yesterday with an interview with a financial therapist....
